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Nvidia reported Q2 earnings of $2.22 a share versus $2.09 expected, with revenue of $96.2 billion versus $92.18 billion expected. It sees Q3 revenue of $108 billion, plus or minus 2%, and guided FY28 revenue growth to about 70%.
Applied Materials reported third-quarter revenue of $9.12 billion and adjusted earnings of $3.50 per share, both above analyst estimates.
Nebius, CoreWeave, Reddit, Super Micro and SanDisk drew heavy retail attention this week on earnings, guidance, AI infrastructure news and an S&P 500 inclusion.
Oracle expands its long-term strategic collaboration with Amazon Web Services to accelerate customer migration to Oracle AI Database@AWS and launches Exadata Database Service on Exascale Infrastructure.
CoreWeave posts $2.58 billion in Q2 revenue, up 112% year-over-year, and raises full-year guidance
Nebius reports Q2 revenue of $582.3 million, beating estimates, with an adjusted loss of 68 cents per share
NBIS reports revenue numbers higher than expected
US stock futures are higher as investors await July CPI data
AI infrastructure companies are racing to bring new data center capacity online as hyperscalers pour billions of dollars into computing power. But with investors increasingly focused on whether ambitious expansion plans can translate into operating capacity on schedule, execution is becoming a key dividing line among A
examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories. U.S. stocks closed a volatile week mixed as investors navigated a hawkish Federal Reserve, surging Treasury yields and sharply divergent earnings from the biggest technology companies. The S&P 500 a